Barrow Hanley Mewhinney & Strauss LLC Sells 5,519 Shares of Johnson & Johnson $JNJ

Key Points

• Barrow Hanley Mewhinney & Strauss LLC cut its Johnson & Johnson stake by 36.9% in the second quarter, selling 5,519 shares and retaining 9,457 shares valued at approximately $2.4 million.
• Johnson & Johnson reported quarterly revenue growth of 6.6% and EPS of $2.90, beating analyst estimates. The company also declared a quarterly dividend of $1.34 per share, representing a 1.9% annualized yield.
• Analyst sentiment remains generally positive, with an average “Moderate Buy” rating and a $272.83 price target, though risks include patent expirations, Stelara sales pressure, MedTech weakness and talc litigation.

Barrow Hanley Mewhinney & Strauss LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 36.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,457 shares of the company's stock after selling 5,519 shares during the quarter. Barrow Hanley Mewhinney & Strauss LLC's holdings in Johnson & Johnson were worth $2,402,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Silver Coast Investments LLC raised its position in shares of Johnson & Johnson by 3.8% during the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock valued at $271,000 after buying an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV grew its position in Johnson & Johnson by 0.6% during the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company's stock worth $1,630,000 after buying an additional 39 shares in the last quarter. Denali Advisors LLC increased its stake in Johnson & Johnson by 1.2% during the second quarter. Denali Advisors LLC now owns 3,305 shares of the company's stock valued at $839,000 after acquiring an additional 40 shares during the period. Sierra Capital LLC increased its stake in Johnson & Johnson by 0.5% during the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company's stock valued at $1,685,000 after acquiring an additional 41 shares during the period. Finally, Beaird Harris Wealth Management LLC raised its holdings in Johnson & Johnson by 1.8% in the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company's stock valued at $501,000 after acquiring an additional 42 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320
• Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones
• Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating.
• Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk?

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $278.66 on Friday. The firm has a market capitalization of $671.54 billion, a P/E ratio of 32.29, a P/E/G ratio of 2.63 and a beta of 0.24. The stock has a fifty day moving average price of $261.57 and a two-hundred day moving average price of $244.85. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the previous year, the company earned $2.77 EPS. The firm's revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. Johnson & Johnson's dividend payout ratio (DPR) is presently 62.11%.

Insider Activity

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the firm's stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares of the company's stock, valued at $51,210,615.36. This trade represents a 7.16% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company's stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

JNJ has been the subject of a number of research reports. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research report on Wednesday, July 15th. Bank of America upped their target price on Johnson & Johnson from $254.00 to $263.00 and gave the company a "neutral" rating in a research note on Friday, July 10th. TD Cowen raised their target price on Johnson & Johnson from $250.00 to $300.00 and gave the stock a "buy" rating in a research report on Monday, July 13th. UBS Group assumed coverage on shares of Johnson & Johnson in a research note on Wednesday. They set a "buy" rating and a $320.00 price target on the stock. Finally, Leerink Partners raised shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price target on the stock in a report on Wednesday, May 13th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Johnson & Johnson has an average rating of "Moderate Buy" and an average price target of $272.83.

About Johnson & Johnson

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company's pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.

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